Work Space Explorer

The Work Space Explorer is the primary navigation panel for accessing all objects in your workspace.

To open the Work Space Explorer:

1. Click the four-cubes icon below the Level 1 Header on the left side of the screen.

2. The Space Explorer panel expands and displays all available modules organized by category.

When you first access a new workspace, the Space Explorer displays only the default navigation nodes. You must create objects under each module to populate your workspace.

Exploring Workspace Components

Your workspace is a designated development area where you build and manage performance management components. Each workspace functions as a separate environment.

To switch workspaces:

1. In the Level 1 Header, go to the workspace selector.

2. Select the desired workspace you want to access.

3. The interface refreshes to display the selected workspace.

The Space Explorer organizes workspace components into the following main categories:

• Process — Defines and manages business processes.

• App — Builds application components and configurations.

• Data Hub — Manages master data and data integration.

• Governance — Controls security, monitoring, and connections.

• Admin Central — Accesses workspace administration and user management.

• Workspace Settings — Configures workspace-level options.

Understanding the Navigation Pattern

All modules in the Space Explorer follow a consistent navigation pattern:

1. Select a module — Click a module category (Process, App, Data Hub, or Governance).

2. Expand components — Click the plus (+) icon to view available component types.

3. Select a component — Click a component type or specific object.

4. View details — The Page Details area displays the object's configuration options and tabs.

Navigating the Process Module

The Process module defines business processes such as planning, budgeting, or forecasting. Each workspace contains one process object type.

To navigate to the Process module:

1. Open the Space Explorer.

2. Locate Process in the Explorer panel.

3. To create a new process:

   1. Click the plus (+) icon beside Process and select Process.

   2. In the process creation layout, enter a Process name.

   3. Add a Cycle dimension using the update list.

   4. Click Save.

   The newly created process appears under Process in the Explorer panel.

4. To create a folder:

   1. Click the plus (+) icon beside Process and select Folder.

   2. In the pop-up, enter a folder name.

   3. Click Save.

   4. The folder appears under Process in the Explorer panel.

5. Select a process from the list to view its configuration.

When you select a process, the Page Details area displays the following five tabs:

• Scenario — Lists the scenarios to be covered.

• Flow — Contains activities along with their tasks and associated details.

• Monitor — Groups multiple activities into a cycle and monitors their execution.

• Localization — Maintains translations for process objects.

• Scheduling Details — Creates automatic schedules for calculation tasks created under the Flow tab. These tasks run based on the defined schedule.

Using the Process module:

The Process module allows you to:

• Create and organize sub-processes for specific business activities such as annual planning, quarterly forecasting, or budget allocation.

• Configure process workflows and define the sequence of steps in your business processes.

• Define multiple scenarios to compare different business outcomes or assumptions.

• Organize and structure processes based on your organization's deployment approach and business requirements.

Navigating the App Module

The App module provides tools for building end-to-end applications within JustPerform. Use this module to configure application structure, data models, and user interfaces.

To navigate to the App module:

1. Open the Space Explorer.

2. Locate the App in the Explorer panel.

3. Click the dropdown icon beside the app to display its Functional Areas.

4. Expand the Functional Area, and then do one of the following:

   • To view its objects, click the dropdown icon.

   • To create new content, click the plus (+) icon, and then select one of the following: Folder, Boards, Sheets, Rates, Rules, Transactions, Workbooks, Model, or Workflow.

App Module Components

The App module contains the following component types:

To work with an App component:

1. Navigate to App > [Component Type].

2. Click the arrow icon next to the component type to expand and view existing items.

3. Select an existing item from the list, or click the plus (+) icon to create a new one.

The Page Details area displays configuration options for the selected component.

When you expand a component type in the App module, you can see all objects of that type in the current workspace. Each component type can contain multiple objects that you create and configure based on your application requirements.

Using the App module:

The App module allows you to:

• Design and structure your application using functional areas to organize related components.

• Build data models that define the relationships and structure of your business data.

• Create sheets that provide user-friendly data entry forms and layouts.

• Configure transaction types to control how data is processed and workflow states.

Navigating the Data Hub Module

The Data Hub module manages all data-related operations, including master data hierarchies, external data sources, and data transformations.

To navigate to the Data Hub module:

1. Open the Space Explorer.

2. Locate Data Hub in the Explorer panel.

3. Click the dropdown icon beside Data Hub.

4. The Space Explorer expands to show three component types.

Data Hub Module Components

The Data Hub module contains the following component types:

• Dimensions — Creates and manages master data hierarchies and dimensional structures.

• Remote Tables — Connects to and manages external data sources.

• Data Flow — Configures data transformation processes and data movement between systems.

To work with a Data Hub component:

1. Navigate to Data Hub > [Component Type].

2. Click the arrow icon next to the component type to expand and view existing items.

3. Select an existing item from the list, or click the plus (+) icon to create a new one.

The Page Details area displays configuration options specific to the selected component type.

Each Data Hub component operates independently within the module. When you expand a component type, you can see all objects of that type and manage them individually.

Using the Data Hub module:

The Data Hub module allows you to:

• Create and maintain dimensions for master data such as accounts, entities, products, or cost centers with hierarchical structures.

• Connect to external data sources using remote tables to integrate data from other systems without importing it.

• Design data flows to transform, cleanse, and move data between systems or load data into JustPerform.

• Manage master data relationships and hierarchies that support your organizational structure and reporting requirements.

Navigating the Governance Module

The Governance module handles security, user management, monitoring, and system connections. Use this module to control access, monitor activity, and manage integrations within your workspace.

To navigate to the Governance module:

1. Open the Space Explorer.

2. Locate Governance in the Explorer panel.

3. Click the dropdown icon beside Governance.

4. The Space Explorer expands to show three component types.

Governance Module Components

The Governance module contains the following component types:

• Monitor — Tracks and reviews system activity, events, and performance metrics.

• Permissions — Configures security settings, user roles, and access rights.

• Connections — Manages external system connections and integrations.

To work with Governance settings:

1. Navigate to Governance > [Component Type].

2. Click the arrow icon next to the component type to expand and view existing items.

The Page Details area displays configuration options for the selected governance component.

Each component in the Governance module serves a specific purpose in maintaining security, monitoring system health, and managing external connections.

Using the Governance module:

The Governance module allows you to:

• Monitor system performance, track user activities, and review events to ensure system health and identify issues.

• Configure user permissions, define security roles, and control access rights to protect sensitive data and functionality.

• Establish and manage connections to external systems, data sources, and third-party integrations.

• Maintain compliance by tracking who has access to what data and when changes occur in the system.

Navigating the Admin Central Module

The Admin Central module provides workspace administration functions and user management capabilities. Use this module to manage workspace users and configure workspace-level settings.

To navigate to the Admin Central module:

1. Open the Space Explorer.

2. Locate Admin Central in the Explorer panel.

3. Click the dropdown icon beside Admin Central.

4. The Space Explorer expands to show two component types.

Admin Central Module Components

The Admin Central module contains the following component types:

• Workspace Users — Manages user accounts, roles, and workspace access.

• Settings — Configures workspace-level preferences and system settings.

To work with Admin Central settings:

1. Navigate to Admin Central > [Component Type].

2. Click the arrow icon next to the component type to expand and view existing items.

The Page Details area displays configuration options for the selected component.

Note: Access to Admin Central components depends on your user role and assigned administrative permissions.

Using the Admin Central module:

The Admin Central module allows you to:

• Add, remove, and manage user accounts for your workspace, including assigning roles and access levels.

• Configure workspace users with specific permissions based on their responsibilities and job functions.

• Adjust workspace-level settings that control behavior, appearance, and functionality across your entire workspace.

• Manage system preferences and configurations that affect all users within the workspace.

Additional Navigation Nodes

In addition to the main modules, the Space Explorer may include additional navigation nodes for system-level configuration:

• Platform — Accesses platform-level settings and utilities.

These nodes are available based on your user role and assigned permissions.